Fiduciary Advisors, Inc. Msci Eafe Value ETF Transaction History

Fiduciary Advisors, Inc.

$99.4 Billion
Q4 2024

A detailed history of Fiduciary Advisors, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Fiduciary Advisors, Inc. holds 16,646 shares of EFV stock, worth $997,761. This represents 0.88% of its overall portfolio holdings.

Number of Shares

16,646

Holding current value

$997,761

% of portfolio

0.88%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$51.78 - $57.15 $861,929 - $951,318	16,646 New	16,646 $873 Million

Others Institutions Holding EFV

# of Institutions

1,090

Shares Held

324M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

58M
Shares

$3.48 Billion
1.01% of portfolio
Lpl Financial LLC Fort Mill, SC

17.2M
Shares

$1.03 Billion
0.38% of portfolio
Jpmorgan Chase & CO New York, NY

14.3M
Shares

$859 Million
0.06% of portfolio
Us Bancorp \De\

12.8M
Shares

$767 Million
0.89% of portfolio
Jones Financial Companies Lllp

12.6M
Shares

$755 Million
0.63% of portfolio

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Advisors, Inc. with notifications on news.

Account

Fiduciary Advisors, Inc. Msci Eafe Value ETF Transaction History